MIM

Meridiem Investment Management Portfolio holdings

AUM $5.22B
1-Year Est. Return 6.32%
This Quarter Est. Return
1 Year Est. Return
+6.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.47B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$16.5M
3
+$14.6M
4
BR icon
Broadridge
BR
+$13.3M
5
TSCO icon
Tractor Supply
TSCO
+$13.2M

Top Sells

1
+$41.2M
2
+$30M
3
+$19.8M
4
FISV
Fiserv Inc
FISV
+$13.9M
5
AAPL icon
Apple
AAPL
+$666K

Sector Composition

1 Technology 44.21%
2 Healthcare 23.92%
3 Financials 14.11%
4 Consumer Discretionary 11.77%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$82.6K ﹤0.01%
800
52
$68.7K ﹤0.01%
280
53
$66.8K ﹤0.01%
650
54
$64.1K ﹤0.01%
175
-100
55
$32.6K ﹤0.01%
108
56
$31.3K ﹤0.01%
690
57
$25.1K ﹤0.01%
350
58
– –
-2,970
59
– –
-1,250
1 2
3